+273.3%
TFC vs VOO
+806.9%
-533.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.5% |
| 7D | -1.2% | -0.9% | -0.3% | -0.3% |
| 30D | +7.8% | -2.3% | +10.1% | +10.5% |
| 3M | -3.0% | -1.2% | -1.8% | -1.9% |
| 6M | +5.8% | +3.3% | +2.5% | +0.8% |
| YTD | +5.3% | +12.3% | -7.0% | -9.5% |
| 1Y | +15.7% | +12.5% | +3.2% | -0.8% |
| 3Y | +94.8% | +79.2% | +15.6% | -5.4% |
| 5Y | 0.0% | +75.7% | -75.6% | -50.0% |
| 10Y | +79.0% | +313.7% | -234.7% | -67.8% |
| All | +273.3% | +806.9% | -533.6% | -76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling